-21.2%
DXCM vs VNQ
+29.8%
-51.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.6% | +1.2% |
| 7D | -5.8% | -2.6% | -3.2% | -4.5% |
| 30D | -5.6% | -2.3% | -3.3% | -4.5% |
| 3M | +13.0% | -2.8% | +15.8% | +14.7% |
| 6M | +24.7% | +2.5% | +22.2% | +23.0% |
| YTD | +27.3% | +8.4% | +18.9% | +22.1% |
| 1Y | +11.2% | +6.8% | +4.4% | +7.4% |
| All | -21.2% | +29.8% | -51.0% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VNQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling